Upcoming events

Family Love Letter: How every family can prepare

CDT

You must RSVP to receive access credentials for this event or seminar.

Karen Drancik , Education & Partnerships | Neuberger Berman

Summit Private Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Making plans to provide a sound future for your loved ones is an important part of any sound legacy plan. Creating a Family Love Letter can help you with a sensitive conversation with your family about preserving, protecting and transferring the legacy you leave behind. Please join us and our guest speaker from Neuberger Berman for a discussion on giving this “gift” to your family.

For more information: email us at summitprivatewealthgroup@ampf.com

This is an informational seminar. Thereis no cost or obligation.

Sponsored by Neuberger Berman. Thesesponsors and representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer taxor legal advice. Consult with a tax advisor or attorney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER® and CFP® certification mark (with plaque design) logo in the U.S.

Summit's Annual Holiday Event

CST

Centennial Lakes , 7650 , Edinborough Way Suite #330, Edina, MN 55435

Summit Private Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a morning of vibrant music and celebration, at our 2025 Feliz Navidad event! Build the ultimate churro and pair it with a delicious themed handcrafted beverage from Mpls Coffee Cart, while enjoying live mariachi music.

A Marine with the Toys for Tots organization will be onsite with a collection box for all guests who wish to donate to the toy drive. We will have a professional photographer to capture all special moments with Santa from 10:00am-1:00pm. Pictures will be provided via a digital download link after your photo session.

We love meeting the people you love. Bring your friends and family along to our upcoming event!

To reserve a spot: email us at summitprivatewealthgroup@ampf.com

There is no cost or obligation.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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